CERTIFIED FINANCIAL PLANNER
ALTOGERTHER BETTER
CFP- Certified Financial Planner
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A CFP or a financial planner will help you secure your financial future and plan your financial life. You can hire a certified financial planner to build an effective financial plan or choose any financial services. Here at Growth Planners, we have a professional team of CFPs’ to ease your financial journey. CFPs offer two primary services, financial planning, and financial advice.
What does a Certified Financial Planner Do?
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A CFP helps you to build and maintain a financial plan. Firstly, they determine your goals by discussing your financial state and the number of risks you can take. According to the services you need, e.g. retirement planning, child education planning, etc., a CFP advises you and lets you make the best financial choice.
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Some Basic Tasks of a CFP:
Discuss financial goals with clients.
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Assist them in planning financially for various services like retirement, health, education.
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Monitor growth of their client’s financial investments.
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Determine financial states of the clients and suggest then financial plans accordingly.